Capstone Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
704
+7
| +1% | +$2.18K | 0.01% | 146 |
|
|
2025
Q1 | $365K | Buy |
697
+20
| +3% | +$10.5K | 0.02% | 104 |
|
|
2024
Q4 | $342K | Buy |
677
+3
| +0.4% | +$1.52K | 0.02% | 110 |
|
|
2024
Q3 | $394K | Buy |
674
+8
| +1% | +$4.68K | 0.02% | 97 |
|
|
2024
Q2 | $339K | Sell |
666
-178
| -21% | -$90.6K | 0.02% | 110 |
|
|
2024
Q1 | $418K | Hold |
844
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $444K | Buy |
844
+46
| +6% | +$24.2K | 0.03% | 89 |
|
|
2023
Q3 | $402K | Buy |
798
+73
| +10% | +$36.8K | 0.03% | 88 |
|
|
2023
Q2 | $348K | Buy |
725
+9
| +1% | +$4.33K | 0.03% | 96 |
|
|
2023
Q1 | $338K | Sell |
716
-75
| -9% | -$35.4K | 0.03% | 92 |
|
|
2022
Q4 | $419K | Buy |
791
+30
| +4% | +$15.9K | 0.04% | 80 |
|
|
2022
Q3 | $384K | Buy |
761
+55
| +8% | +$27.8K | 0.04% | 84 |
|
|
2022
Q2 | $363K | Sell |
706
-20
| -3% | -$10.3K | 0.03% | 88 |
|
|
2022
Q1 | $370K | Buy |
726
+20
| +3% | +$10.2K | 0.03% | 99 |
|
|
2021
Q4 | $355K | Sell |
706
-68
| -9% | -$34.2K | 0.03% | 93 |
|
|
2021
Q3 | $303K | Sell |
774
-330
| -30% | -$129K | 0.02% | 96 |
|
|
2021
Q2 | $442K | Sell |
1,104
-294
| -21% | -$118K | 0.03% | 77 |
|
|
2021
Q1 | $520K | Buy |
1,398
+91
| +7% | +$33.8K | 0.05% | 58 |
|
|
2020
Q4 | $458K | Buy |
1,307
+2
| +0.2% | +$701 | 0.04% | 58 |
|
|
2020
Q3 | $407K | Buy |
1,305
+6
| +0.5% | +$1.87K | 0.04% | 56 |
|
|
2020
Q2 | $383K | Hold |
1,299
| – | – | 0.04% | 51 |
|
|
2020
Q1 | $324K | Sell |
1,299
-229
| -15% | -$57.1K | 0.04% | 51 |
|
|
2019
Q4 | $449K | Buy |
1,528
+203
| +15% | +$59.7K | 0.06% | 47 |
|
|
2019
Q3 | $288K | Buy |
1,325
+203
| +18% | +$44.1K | 0.04% | 65 |
|
|
2019
Q2 | $274K | Sell |
1,122
-497
| -31% | -$121K | 0.04% | 68 |
|
|
2019
Q1 | $400K | Buy |
1,619
+203
| +14% | +$50.2K | 0.07% | 46 |
|
|
2018
Q4 | $353K | Buy |
1,416
+233
| +20% | +$58.1K | 0.07% | 53 |
|
|
2018
Q3 | $315K | Buy |
1,183
+2
| +0.2% | +$533 | 0.08% | 53 |
|
|
2018
Q2 | $290K | Buy |
1,181
+2
| +0.2% | +$491 | 0.09% | 54 |
|
|
2018
Q1 | $252K | Sell |
1,179
-3
| -0.3% | -$641 | 0.08% | 63 |
|
|
2017
Q4 | $261K | Buy |
1,182
+32
| +3% | +$7.07K | 0.1% | 59 |
|
|
2017
Q3 | $225K | Buy |
+1,150
| New | +$225K | 0.1% | 61 |
|